Your reference in financial planning

Philippe began his career in 2006 with Financière Liberté 55, where he became, 4 years later, Business Development Director for the Longueuil financial center. His results quickly set him apart, and he was chosen to lead the turnaround of the Sherbrooke and Trois-Rivières offices. Subsequently, Benoit Côté, with whom he enjoyed a strong professional relationship, invited Philippe to take over the reins of his financial services firm. And so it was that Philippe returned to his passion: helping business leaders thrive financially and ensure they have the best tools to face the competitive marketplace. Drawing on his holistic vision of financial planning, his integrity, rigor and sense of humor, he aims to offer the best possible service with a dynamic, professional team.

Benoit joined London Life in 1991. He was a Sales Director for four years before returning to his true passion of serving and helping clients achieve their financial goals. Benoit is also a recognized specialist in intervention with SMEs and business leaders. His areas of expertise are group insurance as well as all pension and protection plans (disability, life, critical illness) for this market. Benoit created his firm, Gestion Financière Intégrale, in 2006 to broaden his service offering and build a team to help him in servicing his clients.

With 36 years of experience in the financial services industry, Michel has also enjoyed a successful career as a manager for over 25 years. Today, he puts this extensive experience to work for his clients by offering them attentive, thorough, and professional guidance. Specializing in retirement planning, he helps his clients make informed decisions so they can approach this important milestone with confidence. As a licensed life insurance agent (A.V.A.) and financial planner (Pl. Fin.), Michel takes a holistic approach that takes into account each client’s unique goals and priorities. He supports his clients through every stage of their financial journey, from building wealth through retirement to the transfer of assets. His approach is based above all on a lasting relationship of trust and personalized service.

Annie joined London Life in 1998. After holding a number of positions with London Life and Great-West Life, including a management position, Annie decided to join our team in 2008. She is responsible for the administrative department.

 Sabrina joins the team with over 13 years' experience in customer service. Recognized for her efficiency, thoroughness and human approach, she provides quality support to customers and internal teams alike. Her adaptability and organizational skills contribute to an exemplary customer experience.

With 13 years of experience in the financial services industry, Josée has a solid understanding of the field and of her clients’ needs. Her background as an assistant at Canada Life, as well as her work alongside financial advisors, has enabled her to develop valuable expertise in managing client accounts. Competent, reliable, thorough and professional, she pays close attention to every step of the administrative process. Her attention to detail and organizational skills help ensure efficient and attentive service.